Manager, GTM FP&A

Posted January 10, 2025 Calgary / Remote - Canada, Clio is a global leader in cloud-based legal technology, revolutionizing the way law firms operate and deliver client service. With a mission to make legal practice more accessible, efficient, and client-centric, Clio offers a comprehensive suite of innovative tools that empower law firms to streamline their operations and drive growth in the digital era. Following a landmark funding round in 2024, Clio is positioned for even greater impact in the legal tech space. This investment enables us to accelerate our mission, expand our platform's capabilities, and enhance our commitment to supporting law firms of all sizes. Clio has been featured in the 2024 Forbes Cloud 100 and Forbes Future 50 (only legal tech entity in the list) and has consistently been rated as Canada's top employers across various publications. What makes life at Clio so special: talented people around the world and a values-driven culture that inspires us to do our best work. About the FP&A team: Our Financial Planning & Analysis (FP&A) team drives superior outcomes for Clio, financial and beyond. We are currently in our scale up phase which presents a very unique time to join one of Canada's most successful tech companies and have an outsized impact from your efforts! We are on a mission to become a world-class FP&A team. That means we work hard, play for keeps, and dedicate ourselves to making sure #TeamMoney thrives as we scale. About the role: Our Go-To-Market ("GTM") FP&A team collaborates with our Sales, Marketing, Customer support and Customer success senior leaders and teams to develop our investment strategy, understand the potential outcomes, and continually iterate to ensure we're deploying resources in the best way to sustain Clio's incredible growth. You'll play a critical role in supporting GTM strategies through data-driven financial analysis, establishing frameworks, forecasting and budgeting, ensuring that financial resources are optimized for maximum growth. If you're ready to take on a transformative role in a rapidly growing company, there's no better time to join! This role is also available to candidates remotely across Canada (excluding Quebec) and USA. What you'll work on:

• Business Partnering: Work closely with senior leaders in Sales, Marketing, and Customer Success to align GTM strategies with financial goals. Support business leaders in understanding financial performance, trends, and opportunities for improvement.
• Strategic Financial Planning: Lead the development of the GTM annual budgets, forecasts, and long-term financial models, aligning with overall business strategy and revenue goals.
• Performance Analysis: Provide actionable insights and recommendations based on comprehensive financial analysis of GTM initiatives, including sales, marketing, and customer success teams. Evaluate the financial effectiveness of GTM programs and campaigns.
• Forecasting and Reporting: Own the financial forecasting processes for GTM-related expenses. Prepare and present monthly, quarterly, and annual financial reports, highlighting key variances, risks, and opportunities.
• Cost Efficiency and ROI: Evaluate the return on investment (ROI) of GTM activities and provide recommendations for optimizing spend and resource allocation across sales, marketing, and customer success initiatives.
• Cross-Functional Collaboration: Collaborate with the broader FP&A and Finance team to drive financial & planning excellence.
• Process Improvement: Drive continuous improvement of GTM FP&A processes, systems, and tools to streamline reporting and enhance overall efficiency.
• Strategic Analysis & Ad-hoc Reporting: Conduct ad-hoc reporting on business performance and build financial models to support key strategic initiatives.

What you bring:

• Education:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or relevant advanced degree is a plus.
• Experience:
  • 5-7 years of experience in finance - FP&A, equity research, investment banking, or a combination of these, ideally within a GTM FP&A or similar function.
• Skills:
  • Strong analytical mindset with the ability to transform complex data into actionable insights. Curious and passionate about having an impact on the business.
  • Excellent communication, leadership and inter-personal skills, with the ability to work collaboratively across teams and influence cross-functional teams.
  • Strong proficiency with financial systems and tools (e.g., Excel, Google docs, Pigment or similar).
  • Strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.

What you will find here: Compensation is one of the main components of Clio's Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture. Some highlights of our Total Rewards program include:

• Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
• Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office min. once per week on our Anchor Day.
• Flexible time off policy, with an encouraged 20 days off per year.
• RRSP matching and RESP contribution
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

Clio is more than just a tech company—we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice. Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility Our team shows up as their authentic selves and are united by our mission. We are dedicated to diversity, equity, and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply. Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs. Learn more about our culture at clio.com/careers. #J-18808-Ljbffr